Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FCAL Stock Details FCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-593
Closed -$29.3K – 3753
2024
Q4 		$29.3K Buy
+593
New +$29.6K ﹤0.01% 2378

Other funds holding FCAL

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northwestern Mutual Wealth Management's FCAL Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2025, closing a stake of 593 shares — an estimated $29.3K sold.

Northwestern Mutual Wealth Management first reported a position in FCAL in Q4 2024 and held it in 1 quarter. The position peaked at $29.3K in Q4 2024. 75 funds tracked by Wall St. Rank hold FCAL as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Trust California Municipal High income ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 593 First Trust California Municipal High income ETF shares in Q1 2025, an estimated $29.3K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust California Municipal High income ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust California Municipal High income ETF position peaked at $29.3K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.